Gurkirat Kaur

Motivated and detail-oriented professional with experience in customer service, warehouse operations, and financial services. Skilled at supporting insurance and investment processes, assisting clients with policy applications, and maintaining accurate records. Strong communicator and leader with proven ability to manage teams, streamline workflows, and deliver excellent client experiences.

Dedicated to contributing expertise in administrative support, finance, and operations to a dynamic organization.

Insurance and Investment Assistant at WFG Financial Services (2025-01 – 2025-07)

• Assisted clients with insurance policy applications, investment account setup, and financial planning documentation.
• Prepared and processed investment and insurance paperwork in compliance with industry standards.
• Maintained client files, ensuring accuracy, confidentiality, and timely updates.
• Scheduled client meetings and supported financial advisors with portfolio reviews and follow-up actions.
• Communicated with clients to resolve inquiries and provide exceptional service.

Warehouse Associate at Zara Warehouse (2024-09 – 2024-12)

• Inspected products before packaging to avoid shipping defective or damaged goods to customers.
• Picked, packed, scanned, and labeled products for efficient shipment.
• Maintained a clean and safe work environment by adhering to safety protocols.
• Packed, weighed, and shipped items per customer specifications.
• Monitored inventory levels and assisted in stock organizations.

Customer Service Representative at Kaizen Sportswear (2022-12 – 2023-06)

• Delivered excellent customer service by responding to inquiries and resolving issues efficiently.
• Assisted in sales support and order processing while maintaining customer satisfaction.
• Collaborated with team members to ensure timely resolution of customer requests.

Supervisor at Umang International (Sportswear Company) (2022-06 – 2022-09)

• Supervised daily operations, monitored employee performance, and provided training for new staff.
• Ensured production targets and quality standards were consistently met.
• Coordinated with management to streamline workflows and improve efficiency.
• Resolved employee and operational issues to maintain smooth functioning.
• Oversaw inventory management and shipment preparation.

MBA in Finance – Lovely Professional University (LPU)

Bachelor of Commerce in B.Com – HMV College